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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
751	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$100M	-$3.83M	5	4.95%	Reduced
752	Varma Mutual Pension Insurance Co Helsinki, Finland	$99.4M	-$135M	1	4.72%	Reduced
753	Portolan Capital Management Boston, Massachusetts	$99.3M	+$21.4M	4	12.3%	Increased
754	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$99.1M	+$2.33M	6	7.63%	Increased
755	Citizens Financial Group Providence, Rhode Island	$98.8M	-$1.18M	10	8.98%	Reduced
756	GTP Global Thematic Partners New York	$98.5M	+$23.2M	2	5.35%	Increased
757	Sepio Capital Salt Lake City, Utah	$98.4M	+$105M	6	7.16%	New
758	Covington Capital Management Los Angeles, California	$98.4M	+$2.76M	12	6.87%	Increased
759	Osterweis Capital Management San Francisco, California	$98.4M	-$12.5M	5	7.57%	Reduced
760	Meiji Yasuda Asset Management Tokyo, Japan	$98.2M	-$3.31M	10	9.17%	Reduced
761	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$98.1M	+$37.2M	3	0.81%	Increased
762	ZWJ Investment Counsel Atlanta, Georgia	$97.4M	-$392	6	9.17%	Reduced
763	Horan Capital Management Hunt Valley, Maryland	$96.9M	+$4.53M	5	20.22%	Increased
764	Madison Investment Holdings Madison, Wisconsin	$96.7M	-$37M	5	1.95%	Reduced
765	Seizert Capital Partners Birmingham, Michigan	$96.6M	-$8.39M	4	4.36%	Reduced
766	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$95.8M	+$35.9M	14	5.88%	Increased
767	New Mountain Vantage Advisers New York	$95.8M	+$33.3M	2	10.63%	Increased
768	OP Oldfield Partners London, United Kingdom	$95.6M	+$1.76M	3	5.22%	Increased
769	Alta Capital Management Salt Lake City, Utah	$95.5M	+$6.5M	6	6.19%	Increased
770	SCM Silvant Capital Management Atlanta, Georgia	$95M	-$23.8M	7	18.99%	Reduced
771	Owl Creek Asset Management New York	$94.9M	+$98.1M	2	3.13%	Increased
772	Locust Wood Capital Advisers New York	$94.8M	-$42.2M	3	7.31%	Reduced
773	Avity Investment Management Greenwich, Connecticut	$94.6M	+$4.66M	6	13.16%	Increased
774	Crestwood Advisors Group Boston, Massachusetts	$94.5M	+$1.16M	6	7.53%	Increased
775	HT HAP Trading New York	$93.5M	+$71.6M	7	5.89%	Increased